CIO Archive

Results: 69 Matches

28-Jun-24 Macro

Two years of yield curve inversion in the U.S.

Recession looks likely to be avoided this time

Macro
21-Jun-24 Europe

French recipes for a change

In markets as in politics, perceptions often matter more than electoral realities. That helps explain why markets got spooked by snap elections in France.

Europe, Elections
14-Jun-24 ESG

Massively growing demand for natural resources

Increasing consumption in modern consumer society poses an ever-growing global challenge.

ESG, Sustainability
07-Jun-24 Americas

Not quite Taylored fit

When and how far U.S. interest rates should fall is quite a judgement call. Simple monetary-policy rules provide quite a wide range of plausible estimates.

Europe, Elections
24-May-24 Europe

High long-term significance of European elections

Election outcome expected to reflect broader trends and changes

Europe, Elections
17-May-24 Europe

Protest votes, the European way

Elections to the European Parliament are getting close. A quick overview on how they work and why it matters, even if the immediate market impact is likely to be limited.

Europe, Elections
10-May-24 Europe

German public investments too low

Debt brake is increasingly being called into question

Europe, Macro
03-May-24 Inflation

Comparing apples and oranges

A look at underlying inflation components shows a mixed picture. The U.S. Federal Reserve (Fed) is right to be patient.

Central banks, Inflation
26-Apr-24 Central banks

How far ahead of the Fed will the ECB be?

Lower inflation gives Europe’s monetary authorities room to cut

Central banks, Macro
19-Apr-24 Europe

European Transformation: Are we there yet?

Assessing progress towards reaching 2030 targets is essential for Europe’s future success. It also highlights the need for more investments and further policy action.

Europe, ESG
12-Apr-24 Industrials

Industrial production isn’t the whole story

German manufacturing is not doing as badly as it may seem

Industrials, Europe
05-Apr-24 Equities

Is the Swiss franc about to weaken at last?

Since the financial crisis the Swiss currency has trended relentlessly higher against the euro. But recently the first signs of weakness have appeared

Europe, Currencies
22-Mar-24 Equities

India’s time to shine?

The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.

Americas
15-Mar-24 Currencies

Strong performance for crypto currencies

Introduction of Bitcoin ETFs has given the segment a boost

Americas
08-Mar-24 Americas

When not to fuss over wage growth

Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.

Americas
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